Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher O'Connor is a financial advisor with Raymond James Financial Services Advisors, Inc. Christopher has over 20 years of experience in the financial services industry, focusing on providing investment advice and financial planning to a variety of clients, including individuals, families, businesses, and institutions. Christopher holds a variety of licenses and certifications, including Series 7, 63, 65, 24 and 4. Christopher is also a member of The Arrowhead Foundation, Inc., a charitable foundation that was incorporated by his parents. Christopher is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Aspen CO)
NJ
11/27/2003 - 03/31/2004
SONIC TECHNOLOGIES LLC (ISELIN NJ)
MA
12/14/2000 - 11/15/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
07/13/2000 - 12/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 04/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2006
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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